in the meantime, we know taxes on our dividends aren't going up. they stayed almost the same. that's a remarkable surprise that nobody talks about. but the need to find higher after tax yields is behind the huge move in the big dividend paying drug stocks. it's why we pay more for bristol-myers as we did today or johnson & johnson which kind of hangs in there despite the earnings miss and the horrendous implication of their faulty hip product. it's why we're paying more for the oils, all the oils because more oil will be used when things get better sending the hesses and conocos higher with them. that's how it can be ten points above where it was when it pre-announced a shortfall. and, of course, any uptick in employment has huge implications with autos and for homes where for a couple of years we were building homes at a rate that came in under what we were building when we had half as many people in this country. and it means more businesses for the banks, the processed home loans and that group gets revalued upward. we use more copper, more wood, more fiber, aluminum, glass